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Sales Development Representative at Series A fintech AI platform

Are you a high-performing SDR looking to break into the AI space? Working directly with the CRO in New York, you'll target elite investment firms and benefit from a meritocratic culture that promotes based on performance, not tenure. If you have experience selling into financial services and want an accelerated path to an AE role, this is the opportunity you've been waiting for.

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Location

New York, United States

Compensation

$95k + $35k Bonus + Equity

Company

Confidential company

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Role overview

Join a high-growth AI startup revolutionizing data workflows for the alternative investment industry. As an SDR, you’ll drive outbound strategy into elite financial institutions, collaborating directly with senior leadership to build qualified pipeline. This role offers an accelerated path to an AE position for performers who thrive in fast-paced environments.

About the company

Series A fintech AI platform

What you will do

  • Execute multi-channel outbound campaigns across email, phone, and social to engage decision-makers at target financial firms.
  • Partner with Enterprise AEs on account strategy and multi-threading to penetrate complex institutional organizations.
  • Conduct initial discovery calls to qualify opportunities and gather market intelligence that informs the broader GTM strategy.

Who this is a fit for

  • Proven track record in a BDR/SDR role at a technology or data vendor selling into the financial services sector.
  • Deep understanding of investment firm workflows or experience working within high-stakes financial environments.
  • High-ownership mindset with the ability to leverage AI tools to maximize outreach efficiency and personalization.

Why this role is remarkable

  • Exceptional growth trajectory with significant ARR increase and validated product-market fit among global financial leaders.
  • Meritocratic culture where promotion to Account Executive is based on execution and results rather than tenure.
  • Direct exposure to the CRO and enterprise AEs, utilizing advanced AI tools to automate and scale your sales motion.

How Jack & Jill work together

Jack
I get to know what you’re great at, then find roles you’d never find yourself.
Jill
I recruit from Jack’s network and make the intro when I spot a great match.
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Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.

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What happens next?

Jack’s an AI agent for job searching and career coaching. He works for you.

Jill is the AI recruiter working for the company. She recruits from Jack’s network.

If your profile’s a match and Confidential company wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.

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